Samco Active Momentum Fund vs Samco Multi Cap Fund
Samco vs Samco· Portfolio Overlap Analysis
28.5%Moderate Overlap
29 common stocks0
Investor takeaway: These funds share moderate overlap at 28.5%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (29)
| Stock | Wt% in Samco Active Momentum | Wt% in Samco Multi Cap | Overlap |
|---|---|---|---|
Eicher Motors Limited Automobiles | 2.06% | 1.88% | 1.88% |
Indian Bank Banks | 2.15% | 1.86% | 1.86% |
Karur Vysya Bank Limited Banks | 2.23% | 1.84% | 1.84% |
GE Vernova T&D India Limited Electrical Equipment | 2.02% | 1.75% | 1.75% |
L&T Finance Limited Finance | 1.55% | 1.61% | 1.55% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 1.53% | 1.70% | 1.53% |
Godawari Power And Ispat limited Industrial Products | 1.44% | 1.45% | 1.44% |
Muthoot Finance Limited Finance | 1.43% | 1.41% | 1.41% |
State Bank of India Banks | 1.28% | 1.20% | 1.20% |
Shriram Finance Limited Finance | 1.18% | 1.61% | 1.18% |
National Aluminium Company Limited Non - Ferrous Metals | 1.15% | 1.71% | 1.15% |
Cummins India Limited Industrial Products | 1.11% | 1.49% | 1.11% |
Canara Bank Banks | 1.49% | 1.10% | 1.10% |
TVS Motor Company Limited Automobiles | 1.56% | 0.99% | 0.99% |
Hindalco Industries Limited Non - Ferrous Metals | 0.98% | 1.39% | 0.98% |
Bajaj Finance Limited Finance | 0.96% | 1.76% | 0.96% |
The Federal Bank Limited Banks | 0.95% | 1.72% | 0.95% |
SBI Life Insurance Company Limited Insurance | 0.89% | 1.19% | 0.89% |
Hero MotoCorp Limited Automobiles | 1.10% | 0.73% | 0.73% |
Lumax Auto Technologies Limited Auto Components | 2.71% | 0.48% | 0.48% |
MTAR Technologies Limited Aerospace & Defense | 3.47% | 0.47% | 0.47% |
TD Power Systems Limited Electrical Equipment | 2.57% | 0.47% | 0.47% |
Thangamayil Jewellery Limited Consumer Durables | 2.04% | 0.47% | 0.47% |
Acutaas Chemicals Limited Pharmaceuticals & Biotechnology | 1.92% | 0.47% | 0.47% |
Sandur Manganese And Iron Ores Ltd Consumable Fuels | 1.28% | 0.45% | 0.45% |
Gabriel India Limited Auto Components | 1.19% | 0.42% | 0.42% |
Indian Metals & Ferro Alloys Limited Ferrous Metals | 2.21% | 0.39% | 0.39% |
Cartrade Tech Limited Retailing | 0.60% | 0.37% | 0.37% |
Bank of India Banks | 0.02% | 1.77% | 0.02% |
Unique to Samco Active Momentum
- Religare Enterprises Limited5.82%
- Force Motors Limited2.74%
- Aditya Birla Capital Limited2.30%
- Multi Commodity Exchange of India Limited2.27%
Unique to Samco Multi Cap
- Schaeffler India Limited2.03%
- 3M India Limited1.80%
- Indian Oil Corporation Limited1.75%
- Marico Limited1.75%
Sector Overlap Breakdown
Banks7.0% (6)
Finance5.1% (4)
Automobiles3.6% (3)
Industrial Products2.5% (2)
Electrical Equipment2.2% (2)
Non - Ferrous Metals2.1% (2)
Agricultural, Commercial & Construction Vehicles1.5% (1)
Auto Components0.9% (2)
Insurance0.9% (1)
Aerospace & Defense0.5% (1)
Consumer Durables0.5% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Consumable Fuels0.5% (1)
Ferrous Metals0.4% (1)
Retailing0.4% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.